IMC
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Investment Management Corporation’s Evergy EVRG Stock Holding History

Investment Management Corporation’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-667
Closed -$46K – 85
2025
Q2 		$46K Buy
667
+98
+17% +$6.59K 0.04% 84
2025
Q1 		$39.3K Buy
569
+357
+168% +$23.4K 0.04% 87
2024
Q4 		$13K Buy
+212
New +$13.1K 0.01% 130

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Investment Management Corporation's EVRG Position: Q3 2025 in Review

Investment Management Corporation sold out of Evergy (EVRG) in Q3 2025, closing a stake of 667 shares — an estimated $46K sold.

Investment Management Corporation first reported a position in EVRG in Q4 2024 and held it in 3 quarters. The position peaked at $46K in Q2 2025. 852 funds tracked by Wall St. Rank hold EVRG as of Q3 2025.

  • Investment Management Corporation reported no remaining Evergy position as of Q3 2025 after selling out during the quarter.
  • Investment Management Corporation sold 667 Evergy shares in Q3 2025, an estimated $46K.
  • Investment Management Corporation first reported a position in Evergy in Q4 2024 and held it in 3 quarters.
  • Investment Management Corporation's Evergy position peaked at $46K in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Evergy as of Q3 2025.

Based on Investment Management Corporation's 13F filing for Q3 2025, filed 30 Oct 2025.